Comprehensive Financial Planning’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Comprehensive Financial Planning’s Portfolio BSV Stock Details BSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$46.9K	Buy	602 +6	+1%	+$468	0.03%	178
2026 Q1	$46.7K	Buy	596 +2	+0.3%	+$157	0.03%	162
2025 Q4	$46.8K	Buy	594 +7	+1%	+$552	0.03%	161
2025 Q3	$46.3K	Buy	587 +6	+1%	+$472	0.03%	168
2025 Q2	$45.7K	Buy	581 +6	+1%	+$469	0.04%	157
2025 Q1	$45K	Sell	575 -36	-6%	-$2.79K	0.04%	143
2024 Q4	$47.2K	Buy	+611	New	+$47.4K	0.04%	159

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Comprehensive Financial Planning's BSV Position: Q2 2026 in Review

Comprehensive Financial Planning increased its Vanguard Short-Term Bond ETF (BSV) stake by 1% in Q2 2026, buying an estimated $468 and bringing the position to 602 shares worth $46.9K. The position accounts for 0.03% of the portfolio, ranked #178.

Comprehensive Financial Planning first reported a position in BSV in Q4 2024 and has held it in 7 quarters since. The position peaked at $47.2K in Q4 2024. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Comprehensive Financial Planning held 602 shares of Vanguard Short-Term Bond ETF worth $46.9K as of Q2 2026.
Comprehensive Financial Planning bought 6 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $468.
Vanguard Short-Term Bond ETF made up 0.03% of Comprehensive Financial Planning's portfolio in Q2 2026, its #178 holding.
Comprehensive Financial Planning first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
Comprehensive Financial Planning's Vanguard Short-Term Bond ETF position peaked at $47.2K in Q4 2024.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.